Salesforce service cloud MCP integration
Queries cases and related objects with SOQL, opens or upserts a case mid-conversation, and writes related records together in one composite call.
23actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create case record
Lyro creates or updates a Salesforce Case record mid-conversation. Your team converts chat requests into persistent support tickets instantly.
Get case record
Lyro retrieves a complete Salesforce Case record by ID. Your team accesses case history and status without navigating Salesforce.
Send custom event
Lyro sends a custom event from a chat visitor to Live Agent. Your team triggers agent workflows and passes data without manual actions.
How businesses use Salesforce service cloud + Lyro
Each card is one request a support team gets, and the Salesforce service cloud actions Lyro runs to close it.
Answer a case question with a live SOQL query
Lyro queries the customer's open cases, reads a full case record for status, priority, owner, and timestamps, and inspects an object's field definitions first when the org uses custom ones.
Query SOQLGet Case RecordDescribe SObjectOpen a case from the conversation
Lyro creates a case with the subject and description in the customer's own wording, or upserts against an external ID so a retried request does not leave a second copy of the same case.
Create Case RecordGenerate Request IDGet Case RecordWrite related records in a single call
Lyro chains up to 25 dependent subrequests that reference each other's results, or sends nested parent-child record trees, so an account, contact, and case land together instead of partially.
Composite RequestComposite BatchComposite SObject TreeKeep a Live Agent chat session alive
Lyro polls a Live Agent session for incoming messages, reconnects when the affinity token changes after a 503, and resynchronises the visitor's state so the transcript survives the drop.
Get Chat MessagesReconnect Chat SessionResync Chasitor State
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Salesforce service cloud actions it has and picks the ones a request needs.
- 01
Connect Salesforce service cloud
Authorize the Salesforce service cloud account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
- 02
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Salesforce service cloud actions that close it and chains as many as the request needs.
- 03
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Everything else about Salesforce service cloud
Setup, permissions, and the limits of what Lyro can do inside Salesforce service cloud.
Only through an upsert or a composite call. There is no standalone update-case action here: Create Case Record upserts by external ID, and Composite Request can carry a PATCH subrequest. A case with no external ID is therefore easier for Lyro to read and reference than to edit in place.
Every action available in Salesforce service cloud
All 23 actions your agent can call on Salesforce service cloud, straight from the live MCP connection.
Chasitor sneak peek
Send real-time typing indicator (sneak peek) to Live Agent during active chat session.
Composite batch
Execute multiple independent REST subrequests in one batch call.
Composite request
Execute up to 25 dependent Salesforce REST subrequests in a single API call.
Composite sobject tree
Create one or more nested sObject record trees in a single API call.
Create case record
Create or upsert a Salesforce Case record.
Delete case record
Delete a Salesforce Case record.
Describe sobject
Retrieve metadata of any sObject.
Generate request ID
Generate a UUIDv4 string to use as an Idempotency-Key header in Salesforce User Interface API requests.
Generate signed jwt assertion
Generate a signed JWT assertion for Salesforce JWT bearer OAuth flow.
Get case record
Retrieve a Salesforce Case record by its ID.
Get chat messages
Long-poll for chat messages/events.
Get live agent API version
Retrieve current Live Agent API version.
List einstein bots
Lists all Einstein Bot definitions in the Salesforce organization.
Query all soql
Execute a SOQL query including deleted and archived records.
Query soql
Execute a SOQL query.
Reconnect chat session
Reconnect a Live Agent chat session after the affinity token changes.
Resync chasitor state
Resynchronizes the chat visitor's state after a session reconnection.
Retrieve connected app private key
Retrieve RSA private key PEM for a Salesforce Connected App.
Retrieve salesforce username
Retrieve the Salesforce username.
Send custom event
Send a custom event from a chat visitor to a Live Agent during an active chat session.
Set breadcrumb
Set a breadcrumb URL for the visitor's current page.
Upload file to s3
Upload a file to managed S3 storage.
Visitor sensitive data rule triggered
Trigger sensitive data rules for the chat visitor.
The tools Salesforce service cloud sits next to
Same connection, same setup. Pick the next one your team already uses.
Affinity
Answers which lists a company or person appears on, reads their entries and field data, and returns opportunities and saved view rows.
Centralstationcrm
Finds the person behind an inbound message, logs the conversation as a protocol, files email against the right deal, and merges duplicate contacts and companies.
Firmao
Answers billing questions from live invoices, raises invoices from accepted offers, and reports task owners and due dates.
Jobnimbus
Answers where a job stands, books follow-up tasks, keeps contacts and pipeline stages current, and raises material orders for a crew.
Pipedrive
Finds the contact on file, reports where a deal stands, captures new leads from conversations, and merges the duplicates enquiries create.
Simla.com
Reads order and shipment status, places repeat orders with payment, merges duplicate customer records, and escalates with a task attached.
Ready to connect Salesforce service cloud?
Authorize the account and your agent has all 23 actions from the first conversation.